比特幣（BTC）礦工核心科學（CORZ）命名了華爾街公司伯恩斯坦的“頂級人工智能選秀”

華爾街公司伯恩斯坦的分析師將比特幣（BTC）礦工Core Scientific（Corz）命名為“ AI頂級選秀”，幾天后其股票下跌30％。

Analysts at Wall Street firm Bernstein have named Bitcoin (BTC) miner Core Scientific (CORZ) a “top A.I. pick” following a 30% decline in its stock price.

華爾街公司伯恩斯坦（Bernstein）的分析師將比特幣（BTC）礦工核心科學（CORZ）命名為“ AI頂級選秀權”，此前其股價下降了30％。

Core Scientific's shares took a hit on Jan. 27 as the market reacted to the launch of a new application by Chinese artificial intelligence (A.I.) startup DeepSeek.

Core Scientific的股票於1月27日受到了打擊，因為市場對中國人工智能（AI）初創公司DeepSeek的新應用程序做出了反應。

The app, which was reportedly built for only $6 million using older microchips, has raised questions about the relevance of Bitcoin miners in the data center space.

據報導，該應用程序僅以600萬美元的價格使用較舊的微芯片建造，它提出了有關比特幣礦工在數據中心空間中相關性的疑問。

However, Bernstein sees the sharp decline in Core Scientific's stock price as a buying opportunity, highlighting the stock's deep discount.

但是，伯恩斯坦認為核心科學股價的急劇下降是一種購買機會，強調了該股票的折扣。

According to Bernstein, Core Scientific emerges as the "leader of the pack" among Bitcoin miners pivoting to A.I., with 1.3 gigawatt (GW) of available power supply.

根據伯恩斯坦的說法，核心科學是在旋轉AI的比特幣礦工中成為“ Pack的領導者”，其可用電源為1.3 gigawatt（GW）。

“Bitcoin miners have a 12–18 month finite window to build a hybrid data center business, while the hyperscaler capex remains consistent,” wrote Bernstein analyst Gautam Chhugani in a note to clients.

伯恩斯坦分析師Gautam Chhugani在向客戶的註釋中寫道：“比特幣礦工有一個12-18個月的有限窗口來建立混合數據中心業務，而Hyperscaler Capex仍然保持一致。”

Bernstein notes that Core Scientific is set to launch its first cluster of data centers in the first half of this year and is actively developing new power sites across the U.S.

伯恩斯坦（Bernstein）指出，核心科學將在今年上半年推出其第一個數據中心集群，並正在積極開發在美國的新電力網站

Chhugani further points out that Core Scientific's stock is still trading closer to Bitcoin mining valuations than data center valuations, “despite 70% of its capacity allocated to A.I.”

Chhugani進一步指出，與數據中心的估值相比，Core Scientific的股票仍在更接近比特幣採礦估值，“儘管其能力分配給AI的能力的70％”

Bernstein maintains a buy-equivalent “outperform” rating on Core Scientific's stock and a price target of $17.

伯恩斯坦（Bernstein）在核心科學股票上保留了買入等效的“跑贏大盤”評級，目標股價為17美元。

Core Scientific's stock has surged by 263% over the past 12 months and is currently trading at $11.46 per share. The stock is down 27% for the week.

在過去的12個月中，Core Scientific的股票飆升了263％，目前的每股交易價格為11.46美元。一周的股票下跌了27％。